Category Archives: PERSONAL FINANCES

Taming Financial Fears and Worries

“Worry is like a rocking chair: it gives you something to do but never gets you anywhere.” – Erma Bombeck I’ve been getting a lot of questions from concerned clients lately. They’re worried about the stock market, perhaps even bank … Continue reading

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Financial Reform or Regression? The Battle Over Dodd-Frank Provisions and Fiduciary Vs. Suitability Standards

” Vested interests have never been known to have willingly divested themselves unless there was sufficient force to compel them.” – B. R. Ambedkar In 2010, the Dodd-Frank Wall Street Reform and Consumer Protection Act provided meaningful (if imperfect) reforms … Continue reading

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Why Financial Planning Doesn’t Work – An interview with Kim Butler

Recently I had the opportunity to be interviewed by syndicated financial columnist Steve Savant, whose video show Let’s Get Down to Business produces daily content for financial and insurance professionals. Although it was filmed for a different audience, it’s a … Continue reading

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Make a Million Dollar Resolution (Part 3) – Start Building Equity!

“Character is the ability to carry out a good resolution long after the excitement of the moment has passed.” – Cavett Robert   Last year we published Parts 1 and 2 of “Make a Million Dollar Resolution,” and today, we … Continue reading

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Living in a Complaint-Free World where “Life is Great”!

Every single person is 100% disciplined to their current set of habits.” -Dan Sullivan, Strategic Coach “Plant a thought and reap a word; plant a word and reap an action; plant an action and reap a habit; plant a habit … Continue reading

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Busting the Retirement Lies – Now on Audible.com!

“This book is so spot on… Truly a must read!” – Amazon review for Busting the Retirement Lies Kim Butler’s Personal Finance Books on Audio Busting the Retirement Lies is practical book for anyone open to re-thinking “retirement.” Perhaps you’re … Continue reading

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